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We want to learn about your business, how it works and what your goals are to see if we are a mutual fit

If our services are a good match for your business we make a tax plan to save you money both on services and taxes

First we will determine if you have the best entity (corp, LLC, etc) for your business now and for your goals

Once we agree on a plan we work together to put it into action. All the way staying in contact and adjusting as needed

This is what it is all about. Saving money on taxes. Here we see our plan pay off

After taxes we determine if we need to adjust or change our tax plan for the following year.
Uptown Advisors
7028 Greenleaf Ave, Suite L Whittier, CA 90602us